Marks Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$409,204,249
Total clients
283
47% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
71
Average account size
$1,445,951
About
Marks Wealth Management serves individual and high‑net‑worth clients and also accepts engagements from trusts, estates, charitable organizations and business entities. The firm provides comprehensive wealth management services that combine financial planning, consulting and discretionary portfolio management.
The firm principally constructs globally allocated portfolios that lean on exchange-traded funds, while also using mutual funds and individual securities in limited circumstances; it practices active portfolio management with the stated goal of outperforming benchmarks and employs both fundamental and technical analysis. MWM tailors strategies to client risk tolerance and planning needs, may use margin for liquidity purposes, and can advise on held‑away assets such as annuities and employer retirement plan holdings.
Notable characteristics include that all reported assets are managed on a discretionary basis and the firm accepts standing letters of authorization and direct fee debits from client custodial accounts. MWM relies on Schwab’s institutional platform for custody, trading and substantial software and support benefits (including funds for third‑party services), a relationship the brochure identifies as a potential conflict of interest that clients should consider when evaluating custodian choices.
Client services
Expertise
Fee options
$0 - $499,999: 2.50% $500,000 - $999,999: 2.00% $1,000,000 - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.85% $10,000,000+: 0.75%
Main office location
Marks Wealth Management
11690 Frederick Rd
Ellicott City MD 21042, United States
Number of offices
1
Most active in
Delaware · Florida · Louisiana · Maryland · New Hampshire · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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